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RJ David
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RJ David
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Finding my financial footing in my forties. Starting without debt but also without income producing assets. Wanting to build a portfolio to retire comfortably. My partner got burnt in the sharemarket before (buying ‘hot’ shares that fizzled) so he’s happy for me to take the reins. I’m excited to learn all I can, invest regularly and leave it to work for a couple of decades! My eldest son is 15 and has had shown an interest in finance for a few years now. Am going to set up a portfolio for him with birthday and Christmas money, he’s got $750 ready to invest! He’s requested 1/2 into the S&P 500 and 1/2 into the ASX. I love that he’s learning now what I wished I knew at his age!

1 Follower

2 Following

Australia

Location

Australia

Age

45-54 years old

Gender

Female

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Personal details
Age

45-54 years old

Gender

Female

1 Follower

2 Following

About

Goals

Philosophy

Portfolio

Automating into

Super fund

Banking with

Status level

About

Initially I’m planning on buying a few LICs to dip my toes in. Then I’m thinking of investing in three or four ETFs to get a diverse long term investment portfolio! I will probably pick up a few different Australian shares in individual companies, ones that I use and believe in.

Portfolio

Investments

100%
Investments

100%

SOL

24%

FMG

12%

VDHG

12%

RIO

11%

VTS

10%

BEN

9%

ARG

6%

BKI

6%

NHC

5%

WAM

3%

Status level

Total number of pearls collected

1,100